What you will do:
Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
Review and sign complex tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
Communicate clearly and effectively through client emails, technical memos, and planning documents
Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding
What you need to have:
- Ability to work and deliver the quality product under tight timeframes
- Excellent communication skills must be a team player
- Strong analytical skills
- Proficiency in Microsoft Office
- Experience in tax software
- Active CPA or EA license is required
- A master’s degree in taxation or MBA is preferred
- Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
- Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred
The base annual salary range for this role is $116,000 - $151,000, plus, a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Skills Required
- Ability to deliver quality work under tight timeframes
- Excellent communication skills and ability to work as a team player
- Strong analytical skills
- Proficiency in Microsoft Office
- Experience with tax software
- Active CPA or EA license
- Master's degree in taxation or MBA
- Five to seven years of recent public accounting experience preparing federal individual, fiduciary, and small business tax returns, including C-Corporation, S-Corporation, and partnership returns
- Management experience in a CPA or tax practice, including the ability to grow and develop associates
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
